High Conviction Equity Portfolio

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    Investment Objective

    The Portfolio Manager aims to generate outsize returns over 3 -5 years , through a diversified multicap portfolio out of top 20-25 most compelling investment ideas. The Portfolio may also have large allocation to cash and Money Market Instruments/funds as an investment tool.

    Type Of Securities

    Portfolio will invest in listed equity and equity related instruments. The portfolio can have some exposure to debt instruments including Money Market Instruments, units of mutual fund including fixed deposits, or any other securities as may be specified by SEBI from time to time.

    Basis of Selection

    Listed equity and equity related instruments will be selected basis the in housein-house proprietary research carried out by the portfolio management team, in accordance with investment objective of the Portfolio. Debt instruments will be typically used for temporary parking of Funds pending deployment in market wherein liquidity and safety will be primary basis for selection.

    Allocation

    Equity & equity related instruments: 70%-100% | Debt Instruments: 0-30%

    Benchmark and Basis for choice of Benchmark

    NIFTY 500; The Portfolio Manager intends in listed equity and equity related instruments across market capitalisation i.e. Large Cap, Mid Cap, Small & Microcap stocks. Hence the broader benchmark of NIFTY 500 will be an appropriate choice to compare the performance.

    Indicative Investment Horizon

    Indicative investment horizon: Ideal investment horizon for any equity investment should be long term in nature for compounding to work for the Client. However, the indicative investment horizon for the High Conviction Equity Portfolio should be at least 3 years.

Investment Style

• Portfolio of around 15-25 stocks
• Multi-Cap portfolio with judicious allocation to large, mid and small cap based on their return potential
• Not more than 10% allocation in single stock at the time of investment

 

 

Sector Allocation (Top 10)

Top 10 Holdings

Security% Assets

 

Important Disclosures
  • Please Note that Investors can directly invest / participate in the portfolio. Should the investor decides to invest directly, the investor should carefully read the entire disclosure document and other offerings documents prior to making and Investment.
  • Please Note that the that the performance related information provided herein is not verified by SEBI.
  • The investors are requested to note that there is no material impact on investor portfolio, on account of alignment of PMS strategies as investment approach in line with new SEBI regulation.